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𝐌𝐞𝐞𝐭 𝐊𝐫𝐢𝐬 — 𝐘𝐨𝐮𝐫 𝐅𝐢𝐫𝐬𝐭 𝐂𝐨𝐧𝐧𝐞𝐜𝐭𝐢𝐨𝐧 𝐚𝐭 𝐎𝐦𝐧𝐢 𝟑𝟔𝟎 𝐀𝐝𝐯𝐢𝐬𝐨𝐫𝐬
Kris is the friendly and professional face that welcomes you to Omni 360 Advisors. As our Receptionist and Administrative ...
𝟒𝟎𝟏(𝐤) 𝐯𝐬. 𝐑𝐨𝐭𝐡 𝐈𝐑𝐀: 𝐖𝐡𝐢𝐜𝐡 𝐎𝐧𝐞 𝐒𝐡𝐨𝐮𝐥𝐝 𝐘𝐨𝐮 𝐂𝐡𝐨𝐨𝐬𝐞?
Hey there! If you're just starting your career or finally feeling like you've got a handle on your finances, you're probably wondering: ...
𝐌𝐞𝐞𝐭 𝐄𝐯𝐚 — 𝐘𝐨𝐮𝐫 𝐋𝐞𝐠𝐚𝐥 𝐋𝐢𝐚𝐢𝐬𝐨𝐧 𝐚𝐭 𝐎𝐦𝐧𝐢 𝟑𝟔𝟎 𝐀𝐝𝐯𝐢𝐬𝐨𝐫𝐬
Eva plays a key role in supporting our legal team and ensuring a smooth client experience. As our dedicated Legal Client Liaison, ...
𝐌𝐞𝐞𝐭 𝐉𝐨𝐚𝐧𝐧𝐞!
Joanne is a friendly and dedicated Client Liaison here at Omni 360 Advisors. She's often the helpful voice on the other end of the ...
Do you have goals? #shorts
Think of a financial plan as your personal money roadmap — guiding you from where you are now to where you want to be.
Get To Know Valerie Zaffuto!
Valerie is an Advisor Assistant & Financial Services Administrator. She is a leader with Omni Wealth Management and is a client ...
𝐆𝐞𝐭 𝐓𝐨 𝐊𝐧𝐨𝐰 𝐊𝐞𝐥𝐥𝐞𝐲 𝐌𝐮𝐥𝐫𝐢𝐧𝐞
Have you met Kelley Mulrine? Listen to her talk about all the hats she wears at Omni 360. If you come in the office, ...
𝐆𝐞𝐭 𝐓𝐨 𝐊𝐧𝐨𝐰 𝐉𝐮𝐥𝐢𝐞 𝐌𝐨𝐭𝐳!
Have a question about our services? Want to know about our 360 approach? Interested in learning more? Julie is our Onboarding ...
Time is Your Biggest Asset
Hear Bryan explain about the importance of investing early.
Get to know Linda Citara
Get to know Linda Citara of Omni 360 Advisors LLC (Formerly Shah Total Planning) / Omni 360 Advisors, LLC (formerly Princeton ...
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Recent Posts
New Year, Smarter You: Resolutions That Build Wealth and Protect Your Legacy in 2026
Turn your New Year’s resolutions into action. Discover how to align tax, wealth, and legacy planning with your goals for 2026—and build a future worth ...
<p>The post New Year, Smarter You: Resolutions That Build Wealth and Protect Your Legacy in 2026 first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Charitable Giving After OBBBA: What High-Income Families and Business Owners Need to Know
The One Big Beautiful Bill Act (OBBBA) changes how charitable donations are treated for tax purposes. Here’s what affluent families and entrepreneurs need to know ...
<p>The post Charitable Giving After OBBBA: What High-Income Families and Business Owners Need to Know first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
What Venezuela’s Recent Upheaval Reveals About Global Uncertainty — And Why Diversification Matters for Your Portfolio
As political and economic instability roils Venezuela in early 2026, investors are reminded that uncertainty is real — and diversification remains essential to protecting wealth. ...
<p>The post What Venezuela’s Recent Upheaval Reveals About Global Uncertainty — And Why Diversification Matters for Your Portfolio first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
